NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.32M
3
+$1.25M
4
UVE icon
Universal Insurance Holdings
UVE
+$1.24M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.17M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$517K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$504K

Sector Composition

1 Healthcare 8.85%
2 Technology 7.91%
3 Consumer Discretionary 7.58%
4 Industrials 6.66%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
78
1752
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200
1753
$1K ﹤0.01%
200
1754
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48
1755
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200
1756
$1K ﹤0.01%
60
-1,200
1757
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100
1758
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1759
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25
1760
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49
1761
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19
1762
$1K ﹤0.01%
750
1763
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17
1764
$1K ﹤0.01%
62
1765
$1K ﹤0.01%
392
1766
$1K ﹤0.01%
+38
1767
$1K ﹤0.01%
43
-85
1768
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25
-200
1769
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60
-168
1770
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1771
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105
1772
$1K ﹤0.01%
+50
1773
$1K ﹤0.01%
100
1774
$1K ﹤0.01%
+50
1775
$1K ﹤0.01%
42
69 70
71
72 73